Latest Institutional Transactions on Exxon Mobil Corp (XOM)
This table provides information on the latest institutional transactions involving Exxon Mobil Corp (XOM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-5.94K- 1.02% |
$626K - $744K
|
577K
$63M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-390- 5.7% |
$41.1K - $48.9K
|
6.46K
$704K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.37K+ 3.15% |
$777K - $924K
|
241K
$26.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-5.09K- 1.3% |
$537K - $638K
|
387K
$42.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
1.65K+ 11.3% |
$174K - $206K
|
16.2K
$1.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-22- 0.09% |
$2.32K - $2.76K
|
24K
$2.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
13+ 0.07% |
$1.37K - $1.63K
|
17.4K
$1.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-4.67K- 21.81% |
$493K - $585K
|
16.7K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-688- 4.54% |
$72.6K - $86.3K
|
14.5K
$1.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1.6K- 7.12% |
$169K - $200K
|
20.9K
$2.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
449New |
$47.4K - $56.3K
|
449
$49K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
26+ 7.22% |
$2.74K - $3.26K
|
386
$42.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-884- 4.84% |
$93.3K - $111K
|
17.4K
$1.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
75+ 0.91% |
$7.91K - $9.4K
|
8.28K
$904K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
173+ 4.03% |
$18.3K - $21.7K
|
4.46K
$487K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-109- 4.11% |
$11.5K - $13.7K
|
2.55K
$278K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
6.36K+ 27.11% |
$671K - $798K
|
29.8K
$3.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
15.4K+ 21.13% |
$1.62M - $1.93M
|
88.1K
$9.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-6.06K- 2.84% |
$639K - $759K
|
207K
$22.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-8.69K- 3.5% |
$917K - $1.09M
|
240K
$26.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-3.33K- 21.29% |
$351K - $417K
|
12.3K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
617+ 4.51% |
$65.1K - $77.4K
|
14.3K
$1.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.01K+ 5.06% |
$212K - $252K
|
41.7K
$4.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
488+ 5.22% |
$51.5K - $61.2K
|
9.84K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
503New |
$53.1K - $63.1K
|
503
$54.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
8.5KNew |
$897K - $1.07M
|
8.5K
$928K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-14- 0.67% |
$1.48K - $1.76K
|
2.08K
$226K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
94+ 0.09% |
$9.92K - $11.8K
|
103K
$11.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-231- 4.5% |
$24.4K - $29K
|
4.91K
$536K
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
2.8KNew |
$296K - $351K
|
2.8K
$306K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
6.93KNew |
$732K - $869K
|
6.93K
$757K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2.81KNew |
$297K - $353K
|
2.81K
$307K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-9- 0.13% |
$950 - $1.13K
|
6.87K
$750K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.88K- 4.15% |
$304K - $361K
|
66.4K
$7.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-124- 2.37% |
$13.1K - $15.5K
|
5.1K
$556K
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-3.93K- 51.54% |
$415K - $493K
|
3.7K
$403K
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
282K+ 10.41% |
$29.7M - $35.3M
|
2.99M
$326M
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
102+ 0.78% |
$10.8K - $12.8K
|
13.2K
$1.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-23- 3.62% |
$2.43K - $2.88K
|
612
$66.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-2.73K- 23.56% |
$288K - $342K
|
8.85K
$965K
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-416- 1.76% |
$43.9K - $52.2K
|
23.2K
$2.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-216- 0.96% |
$22.8K - $27.1K
|
22.2K
$2.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
203+ 0.37% |
$21.4K - $25.5K
|
55.6K
$6.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-350- 12.29% |
$36.9K - $43.9K
|
2.5K
$273K
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
5.36K+ 291.09% |
$565K - $672K
|
7.2K
$786K
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-3- 0.04% |
$317 - $376
|
7.2K
$785K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.51K- 6.33% |
$160K - $190K
|
22.4K
$2.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-7.88K- 62.54% |
$831K - $988K
|
4.72K
$515K
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-1.39K- 29.09% |
$147K - $175K
|
3.39K
$370K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
718+ 4.05% |
$75.8K - $90K
|
18.4K
$2.01M
|